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Belton Financial Advisors

Browse these financial services with great ratings from Thumbtack customers in Belton.

Top Pro
  • 5 years in business
  • 60 hires on Thumbtack
  • Top pro on Thumbtack
Kara D.
Verified review

Very pleased! Very happy with the quality of how Darlis handled our complicated taxes and the rates! Looking forward for ongoing future services.

The ATA Group LLC
5.0
from 3 reviews
  • 10 years in business
  • 1 hire on Thumbtack
Hallie B.
Verified review

We use The ATA Group for taxes and financial planning, James is an upstanding individual who will go above and beyond to meet your needs. We appreciate the work he does for us and the recommendations. He also has an awesome network of people he can get you in contact with!

About

We provide high-level business and finance consulting, web development and content development, as well as Excel and Proforma creations.

  • New on Thumbtack
About

As a financial advisor, George assists his clients in developing comprehensive personalized financial plans that effectively weigh short-term and long-term objectives. He has twenty years of experience in the financial services industry, and this experience allows him to guide clients through both good and bad times to make educated financial decisions. The real benefit is knowing they have a plan in place to help reach their financial goals in life.

  • 16 years in business
  • New on Thumbtack
Beth S.
Verified review

Mike Mead is a rare combination of knowledge expert, client champion, and tough advisor all rolled into one individual. I first used Mike to advise and assist in the set up of my business. I quickly learned to lean on Mike as a trusted tax advisor, and perhaps more importantly, a respected and valued business mentor. His direct, yet personable style generates confidence in his clients. Mike anticipates questions and provides answers, often when the client isn't even sure what information they need. He champions individual's passions and pursuits while understanding the limitations that one often faces when starting a new venture. His work is timely, reasonably priced and of exceptional quality. I gained expert tax recommendations, business advice and a mentor all with my first call to Alliance Financial and Income Tax. I now confidently recommend Mike and his team to my family, my friends and business colleagues.

  • New on Thumbtack
About

5 years of experience as a Financial Advisor has led me to find a simple truth, Financial success, like fitness, is simple. It is the journey that is the difficult part. A plan and accountability is how to succeed in this journey and that is what I am your trusted companion!

About

Services offered: * Individual and business income tax preparation * Payroll services * Bookkeeping services * Business consulting services * Financial planning * Investments

  • New on Thumbtack
About

It is my goal to assist my clients in developing a comprehensive personalized financial plan that effectively weighs short-term needs and long-term objectives. We hope your visit will help you understand the opportunities and potential rewards that are available when you take a proactive approach to your personal financial situation. We're here to help educate you about the concepts of financial management.

  • 90 years in business
  • 1 hire on Thumbtack
About

I bring you clarity on how everything works, and teach you how to intertwine everything that's going to be on your balance sheet. Everything that you're doing, or wondering about doing, but have questions on, I and my team of experts have already done. Why not work with someone who can give you the benefit of thinking in hindsight and clarity on how everything works?

About

Our goal is to provide an alternative to the impersonal financial services offered by some in today's marketplace. We strive to be different by listening to the needs of our clients and future clients.

About

We perform mission critical financial, accounting, operations consulting engagements, particularly for transitioning or transforming organizations.

  • 36 years in business
  • New on Thumbtack
About

I have did tax returns for over 30 years and I have never had an audit of my work.

About

We provide strategies designed to help our clients manage their assets to reach their financial goals. By working together, we strive to help them to reduce their taxes, potentially increase their net worth and protect their assets. We only recommend a course of action to our clients that we believe is appropriate for them given their unique financial situation and goals. Our clients' interest always comes first, and we are dedicated to providing the highest level of advice and service. The commitment we make to our clients is to perform our work with the best interest of the client in mind. We focus the expertise and knowledge of our team of dedicated professions for the benefit of our clients. We provide our clients with full disclosure on how we are compensated. We deliver the highest-quality service and make ourselves readily available to our clients. We focus our expertise and talent to develop strategies designed to address the needs of each client, and we are committed to serve them with integrity.

About

We are committed to maintaining the highest standards of integrity and professionalism in our relationship with you, our client. We endeavor to know and understand your financial situation and provide you with only the highest-quality information, services, and products to help you reach your goals.

About

We offer personal and business coaching services, including bookkeeping/accounting services, compiling financial statements for loan app preparation, preparing for tax time, developing your marketing efforts and more. We provide a wide variety of bookkeeping services for clients of all industries and sizes. I offer services through a variety of tools, including QuickBooks. We know that one solution doesn't fit everyone's needs. We customize our services to meet your specific needs. Our services include the following: * Basic bookkeeping: Income and expense entry, bank and credit card account reconciliations, A/P, A/R, loan tracking, etc., done weekly, biweekly or monthly depending on the client's needs * Year-end accountant preparation for individuals or small businesses who don't require ongoing bookkeeping support: Clients provide bank statements, receipts and other materials for entry into QuickBooks. Clients are then asked questions to further identify business and tax deductions, and a QuickBooks file summarizing all data is created for use by their accountant. * Payroll services: Full-service or client-managed payroll, including direct deposit, vacation and sick time accruals, quarterly and year-end tax payments, and W-2s * Employee, sales, and use taxes: Track collections and withholdings and provide monthly, quarterly or year-end filing * Overhead and cost analysis: Vendor/supplier research, identification of cost-cutting measures, budget creation and analysis, and assistance managing cash flow and prioritizing payments to improve credit or reduce debt * 1099 subcontractor issues: Assist in correctly identifying subcontractors vs. employees and creating and maintaining an appropriate paper trail, including certificates of insurance and other documentations * Accounts setup: Review materials from prior years, set up QuickBooks for your specific business and individual preferences, and provide one-on-one training using your actual data. After the initial training, clients may request occasional on-site, telephone or email support or additional training sessions, as needed. * Google ad campaigns set up or re-organized, and customized marketing plans written If you have a particular business need, please e-mail so we could discuss!

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